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Janet M

Series 63, Series 66

Issaquah, WA

Raymond James Financial

Janet Mc Ghee is a financial advisor with Raymond James Financial in Issaquah, WA, holding Series 63 and Series 66 credentials and eight years of industry experience. Her prior roles include positions at Equitable Advisors, LLC, Hall & Dornan Capital Partners, and Neat Method. She serves as a co-trustee of Mother's Trust, Viola Bowie. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm offers tailored, non-discretionary planning and supports advisory programs, with capabilities in municipal and public finance as well as specialized employer advisory services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Tari S

Series 63, Series 66

Issaquah, WA

Raymond James Financial

Tari Sheffer is a financial advisor with Raymond James Financial in Issaquah, WA, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. Prior to joining Raymond James in 2023, Sheffer worked at Wells Fargo Clearing for seven years. Outside of advisory work, Sheffer is employed as a client service associate at Hall & Dornan Capital Partners. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional investors. The firm provides tailored, non-discretionary planning and uses analytical tools to support client goals, while also maintaining unique offerings such as municipal advisory services and SIMPLE IRA employer consulting.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Yvonne H

CFP®, Series 63, Series 65

Issaquah, WA

Raymond James Financial

Yvonne Hall is a CFP®-certified financial advisor with 33 years of industry experience. She is currently with Raymond James Financial Services Advisors, Inc. and has prior experience at Wells Fargo Clearing and Prudential Equity Group, LLC. Outside of her advisory role, she owns Yondi's Yoga, through which she occasionally teaches yoga via Zoom. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to individual, high-net-worth, corporate, and institutional clients. The firm uses customized planning and analytical tools to support client goals and offers both advisory programs and institutional consulting.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Maegan D

CFP®, Series 66

Issaquah, WA

Raymond James Financial

Maegan Dornan is a CFP® professional with 10 years of experience currently affiliated with Raymond James Financial in Issaquah, WA. She has worked at Wells Fargo Clearing for seven years before joining Raymond James and co-manages Hall & Dornan Capital Partners. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals while offering specialized services such as municipal advisory and SIMPLE IRA Employer Advisory & Consulting.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Alexander K

Series 66

Issaquah, WA

Raymond James Financial

Alexander Kye is a financial advisor with Raymond James Financial in Issaquah, WA, holding a Series 66 designation and having two years of industry experience. Prior to joining Raymond James, he worked at Equitable Advisors and has experience in various roles including at Beacon Hill Staffing and in the hospitality sector. Outside of his advisory work, he is employed as an associate at Hall & Dornan Capital Partners, supporting financial advisors with client communications and trade processing. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individual, institutional, and nonprofit clients. The firm utilizes analytical tools and risk profiling to tailor non-discretionary investment consulting and supports a broad network of advisors with various specialized programs.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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